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1,053 hedge funds and large institutions have $35B invested in MSCI in 2026 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 362 increasing their positions, 425 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $38.7B → $35B (-$3.62B)

15% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 425

49% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $126M

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.8M
Puts
$126M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
926
Heritage Wealth Advisors
Virginia
$13.5K
CA
927
CoreCap Advisors
Michigan
$12.9K
AT
928
Arlington Trust
Alabama
$12.9K
VNT
929
Vanguard National Trust
Pennsylvania
$12.9K
WPA
930
Wealth Preservation Advisors
Tennessee
$12.9K
SL
931
Salomon & Ludwin
Virginia
$12.5K
AIM
932
Anchor Investment Management
South Carolina
$12.4K
UFPG
933
United Financial Planning Group
New York
$11.9K
BGA
934
Battery Global Advisors
Massachusetts
$11.6K
FFO
935
Fortitude Family Office
Arizona
$11.3K
AWM
936
Abound Wealth Management
Tennessee
$10.8K
NB
937
NBT Bank
New York
$10.8K
CFSG
938
Community Financial Services Group
Vermont
$10.7K
MFP
939
Meramec Financial Planners
Missouri
$10.2K
HHCP
940
Hilton Head Capital Partners
South Carolina
$9.7K
SIS
941
Sound Income Strategies
Florida
$9.7K
DWP
942
Destiny Wealth Partners
Florida
$9.7K
ADL
943
Asset Dedication LLC
California
$9.16K
DJSG
944
D.J. St. Germain
Massachusetts
$9.16K
JFA
945
JNBA Financial Advisors
Minnesota
$8.63K
SIC
946
Salem Investment Counselors
North Carolina
$8.09K
TCM
947
Triumph Capital Management
Colorado
$8.09K
Q1WB
948
Quest 10 Wealth Builders
Virginia
$7.65K
HWP
949
Highline Wealth Partners
California
$7.58K
FPF
950
First Pacific Financial
Washington
$7.55K